iShares Emerging Markets High Yld Bd (EMHY): Rolling Returns

Time Period: from January 2013 to November 2024 (~12 years)
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When holding the iShares Emerging Markets High Yld Bd (EMHY) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~12 years), the longest duration with a negative return was 80 months (from October 2016 to May 2023).

This indicates that, within the same timeframe, any rolling period of 81 months or more has consistently resulted in a positive return.

Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.

Rolling Returns

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

ISHARES EMERGING MARKETS HIGH YLD BD (EMHY) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 December 2014 - 30 November 2024 (10 Years)
Time Period: 1 January 2013 - 30 November 2024 (~12 years)
US Inflation Adjusted:

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Rolling Period Analysis

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

ISHARES EMERGING MARKETS HIGH YLD BD (EMHY) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 2013 - 30 November 2024 (~12 years)
US Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-22.29%
Oct 2021 - Sep 2022
+4.01% +23.97%
Apr 2020 - Mar 2021
36.36%
48 out of 132
-28.18%
Oct 2021 - Sep 2022
+2.36% +20.81%
Apr 2020 - Mar 2021
37.12%
49 out of 132
-8.63%
Jun 2021 - May 2023
+3.03% +16.95%
Oct 2022 - Sep 2024
24.17%
29 out of 120
-14.57%
Nov 2020 - Oct 2022
+1.05% +13.49%
Oct 2022 - Sep 2024
40.83%
49 out of 120
-6.46%
Nov 2019 - Oct 2022
+3.30% +8.66%
Feb 2015 - Jan 2018
27.78%
30 out of 108
-10.93%
Nov 2019 - Oct 2022
+1.17% +6.98%
Sep 2013 - Aug 2016
42.59%
46 out of 108
-2.59%
Oct 2018 - Sep 2022
+3.07% +7.96%
Feb 2016 - Jan 2020
19.79%
19 out of 96
-6.60%
Nov 2019 - Oct 2023
+0.93% +6.59%
Sep 2013 - Aug 2017
41.67%
40 out of 96
-3.19%
Nov 2017 - Oct 2022
+3.38% +6.83%
Jan 2016 - Dec 2020
16.67%
14 out of 84
-6.78%
Nov 2017 - Oct 2022
+1.39% +4.78%
Jan 2016 - Dec 2020
42.86%
36 out of 84
-1.43%
Oct 2016 - Sep 2022
+3.28% +6.29%
Feb 2014 - Jan 2020
15.28%
11 out of 72
-4.79%
Nov 2016 - Oct 2022
+0.71% +4.61%
Feb 2014 - Jan 2020
45.83%
33 out of 72
+0.29%
Nov 2016 - Oct 2023
+2.32% +5.57%
Feb 2014 - Jan 2021
0.00%
0 out of 60
-3.10%
Oct 2016 - Sep 2023
-0.85% +3.93%
Feb 2014 - Jan 2021
56.67%
34 out of 60
+0.25%
Nov 2014 - Oct 2022
+2.81% +5.54%
Sep 2013 - Aug 2021
0.00%
0 out of 48
-2.55%
Nov 2014 - Oct 2022
-0.49% +3.50%
Sep 2013 - Aug 2021
58.33%
28 out of 48
+0.99%
Nov 2013 - Oct 2022
+2.33% +4.61%
Oct 2015 - Sep 2024
0.00%
0 out of 36
-1.70%
Nov 2013 - Oct 2022
-0.35% +1.39%
Oct 2015 - Sep 2024
55.56%
20 out of 36
+1.37%
May 2013 - Apr 2023
+2.72% +3.72%
Dec 2014 - Nov 2024
0.00%
0 out of 24
-1.31%
May 2013 - Apr 2023
-0.08% +0.80%
Dec 2014 - Nov 2024
58.33%
14 out of 24
+2.18%
Feb 2013 - Jan 2024
+2.90% +4.09%
Sep 2013 - Aug 2024
0.00%
0 out of 12
-0.48%
Feb 2013 - Jan 2024
+0.13% +1.32%
Sep 2013 - Aug 2024
41.67%
5 out of 12
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